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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,182 | $49,024-85.3% | $112,860-93.6% | $87,485-91.8% |
| Participation rate | 74.5% | 62.2%+12.3pp | 66.3%+8.2pp | 68.9%+5.6pp |
| Annual return | 8.06% | 43.86%-35.8pp | 35.26%-27.2pp | 26.06%-18.0pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,320 | $2,209-40.3% | $3,493-62.2% | $4,274-69.1% |
| Admin fee / account holder | $998 | $6,266-84.1% | $6,841-85.4% | $7,775-87.2% |